@Mike9241 wrote:
not surprising. most professional software can't import anything. Lacerte might be different because that's the professional Intuit tax product.
Yes, Lacerte works but, as you indicated, a lot of others do not.
This, in a sense, stands to reason since a ton of clients would not want their tax preparers to have access to their brokerage accounts. For Lacerte, the client has to authorize access either via email or by actually being present in the office.
